By Brandon Simon Robots are taking over! Ok, robots may not actually be taking over just yet. However, in a world where jobs are increasingly being taken by our automated companions, your financial intermediary may be next. In my Facebook Investing Club a poster appeared which insinuated that robo-advisers are the way of the future [&hellip

By Elaine Wood The Obama Labor Department aimed to protect investors—particularly those with retirement accounts—from nefarious brokers motivated by high commissions and a misguided confidence in the fact that standards of conduct applicable to “investment advisers” in the securities industry did not apply to “brokers.” Enter a new twist on the Employee Retirement Income Security [&hellip

By Pablo Pazos Like any other investment opportunity, there are great benefits and potential risks to investing in emerging markets. It is important to understand what emerging markets are and the associated benefits and risks that an investor must consider. Emerging market economies are often referred as those countries whose economies are experiencing rapid growth [&hellip

By Sean Fard What started in a Stanford dorm room in 2011 has grown from a trendy redoubt for millennials into a top destination for both general users and advertisers. Snapchat (“Snap”) started as a way for friends to send self-destructing photo messages, but has since added more ambitious tools, from letting users compile “stories” [&hellip

By Haley Weiss President Donald Trump signed a presidential memorandum on Friday, February 3rd that could delay or completely halt the Department of Labor’s implementation of its fiduciary rule. The Rule focused on the fiduciary duties of financial advisors, ensuring that they act in their client’s “best interest” and put their client’s welfare above their [&hellip

By Jennifer Helmy As an investor, do you take time every month or quarter to read each statement you receive from your brokerage firm? If not, you should take the time to do this so you may quickly identify possible signs of excessive trading in your brokerage account. These three red flags may indicate excessive [&hellip

By Alex Monje President Donald Trump has nominated Wall Street lawyer, Jay Clayton, to head the Securities and Exchange Commission (SEC). Jay Clayton, of the high-powered New York City firm Sullivan & Cromwell, has built a career defending the likes of Goldman Sachs and other Wall Street banks. There is little doubt that Clayton is [&hellip

By Patrick Kalbac Last April, the Department of Labor implemented a new fiduciary rule. The fiduciary rule requires financial advisors to put their client’s interest before their own. This differs from the less stringent suitability standard which only requires that the recommended investment be appropriate for the investor. The fiduciary rule was intended to stop [&hellip

By Caleb Sugg Over-concentration is often a large threat to unsophisticated investors. Simplified, over-concentration consists of putting too many assets into one type of holding and in doing so, risking losing those funds. The following is information to aid the unsophisticated investor in identifying types of over-concentration. Over-concentration can occur in a portfolio in numerous [&hellip

By Zachary Windham If you watch the news regularly, then chances are that you have seen some notable celebrity pitching the endless advantages of a reverse home mortgage. Actors such as Robert Wagner, Henry Winkler, Tom Selleck, and former U.S. Senator Fred Thompson have all touted the reverse mortgage’s ability to provide a comfortable, steady [&hellip